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MUFG Americas’s IDEX IEX Stock Holding History

MUFG Americas’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-66
Closed -$13K – 395
2022
Q3 		$13K Hold
66
– – ﹤0.01% 667
2022
Q2 		$12K Hold
66
– – ﹤0.01% 648
2022
Q1 		$13K Hold
66
– – ﹤0.01% 690
2021
Q4 		$16K Hold
66
– – ﹤0.01% 724
2021
Q3 		$14K Buy
+66
New +$14.7K ﹤0.01% 700
2021
Q1 		– Sell
-4
Closed -$1K – 753
2020
Q4 		$1K Buy
+4
New +$760 ﹤0.01% 740
2014
Q4 		– Sell
-24
Closed -$2K – 1272
2014
Q3 		$2K Sell
24
-32
-57% -$2.47K ﹤0.01% 1222
2014
Q2 		$5K Hold
56
– – ﹤0.01% 1023
2014
Q1 		$4K Buy
+56
New +$4.08K ﹤0.01% 992
2013
Q4 		– Sell
-39
Closed -$3K – 1136
2013
Q3 		$3K Sell
39
-283,900
-100% -$17.2M ﹤0.01% 1110
2013
Q2 		$15.3M Buy
+283,939
New +$15.1M 0.3% 104

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return